HomeMy WebLinkAboutMGT OF AMERICA, LLCINSURANCE NOT ON FILE
WORK MAY WT PROCEED
CLERK OF COUNCIL
DATE:SAN 3 1 2019
A,
THIS AGREEMENT is made and entered into on this 151 day of January, 2019, by and between
MGT of America Consulting, LLC ("Consultant"), and the City of Santa Ana, a charter city and
municipal corporation organized and existing under the Constitution and laws of the State of
California C City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
preparing applicable State Mandated Cost Reimbursement claims in order to maximize
revenue to the City.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the perfonnance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set fortis in Exhibit A, attached hereto and
incorporated by reference,
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services,
the rates and charges identified in Exhibit A. The total annual sum for said services shall not
exceed $11,400 and the total amount to be expended during the term of the Agreement shall not
exceed $34,200.
b. Payment by City shall be made within forty-five (45) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures. Payment need
not be made for work which fails to meet the standards of performance set forth in the Recitals
which may reasonably be expected by City. On separate approval by the City, payment will be
made on all proper invoices evidencing work performed upon expiration of Agreement No, A-
2016-199 through the start date of this Agreement in section 3 below.
ifs
3. TERM
This Agreement will commence on the date first written above and will terminate on
January 14, 2022, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial general
liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection
against claims arising from bodily and personal injury, including death resulting therefrom
and damage to property, resulting from any act or occurrence arising out of Consultant's
operations in the performance of this Agreement, including, without limitation, acts
involving vehicles. The amounts of insurance shall be not less than the following: single
limit coverage applying to bodily and personal injury, including death resulting therefrom,
and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000
in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents,
volunteers and representatives as additional insured(s); (b) be primary and not contributory
with respect to insurance or self-insurance programs maintained by the City; and (c)
contain standard separation of insureds provisions.
b. Business automobile liability insurance, or equivalent form, with a combined single limit
of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, hired and non -owned automobiles, as applicable to Consultant's use of
automobiles.
C, Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of
the Labor Code, Consultant, if Consultant has any employees, is required to be insured
against liability for worker's compensation or to undertake self-insurance. Prior to
commencing the performance of the work under this Agreement, Consultant agrees to
obtain and maintain any employer's liability insurance with limits not less than $1,000,000
per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of not
less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by Consultant pursuant
to this section:
i. Consultant shall maintain all insurance required above in full force and effect for the
entire period covered by this Agreement.
ii. Certificates of insurance shall be furnished to the City upon execution of this
Agreement and shall be approved by the City.
Iii. Certificates and policies shall state that the policies shall not be canceled or reduced
in coverage or changed in any other material aspect without thirty (30) days prior
written notice to the City.
iv. Where the amounts or coverage provided by the certificates of insurance provides
coverage greater than those listed by this Agreement, the amounts provided by the
certificates of insurance shall be incorporated by reference into the Agreement.
V. Consultant shall supply City with a fully executed additional insured endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this section
or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to forthwith
terminate this Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination. Consultant agrees
to indemnify the City for any work performed prior to approval of insurance by the City.
INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant or its contractors, subcontractors, agents, employees, or
other persons acting on their behalf which relates to the services described in section 1 of this
Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution,
judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement,
to the extent that the injury, damages, just compensation, restitution, judicial or equitable relief is
caused by the negligence of the Consultant. This indemnity and hold harmless agreement applies
to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or
alleged to have been suffered, by reason of the events referred to in this Section or by reason of
the terms of, or effects, arising from this Agreement. City may make all reasonable decisions with
respect to its representation in any legal proceeding. In no case will Consultant be required to
indemnify or hold harmless the City from injury, damages, just compensation, restitution, judicial
or equitable relief caused by negligence of the City.
S. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records acid any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
t1a $1Il2Li 1J1 611i;1ill[lel
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
II
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax 714-647-6956
With courtesy copies to:
Chief of Police
City of Santa Ana
20 Civic Center Plaza (M-97)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-245-8007
To Consultant: MGT of America Consulting, LLC
516 North Adams Street
Tallahassee, FL 32301
Fax 850-385-4501
and
2251 Harvard Street, Suite 134
Sacramento, CA 95815
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Consultant. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which are not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work product
shall be the property of the City unless prohibited by law, and Consultant consents to the
City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
16. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, training, utilization, promotion, termination or other
employment related activities. Consultant affirms that it is an equal opportunity employer and shall
comply with all applicable federal, state and local laws and regulations.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
19. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held by
the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if filly set forth
in the body of this Agreement.
[signature page to follow]
Signature Page — MGT Consulting Group (SB 90)
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Norma Mitre
Acting Clerk of the Council
APPROVED AS TO FORM;
SONIA R. CARVALHO
City Atomey
By; ° I M II 11 A /� 1,1�
Tamara Bogosian
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
/� --- 7 -
DAVID YALENTIN
e o °Police
CITY OF SANTA ANA
rr—
RAUL GODINEZ II
City Manager
rel F1�J.l"N
Name;
Title:�e?.m
!. Bradley Burgess EVP
Nov - Dec
MGT of America Consulting, LLC
Sacramento Office
February
2251 Harvard St, Ste 7.34
All mandate -specific
Sacramento, CA 95815
CONSULTING GROUP
www. mgtofamerica.co ns
claim & financial data
Exhibit A
The City of Santa Ana wishes to supplement existing revenue sources by filing state mandate cost claims
(SB 90 claims) with the California State Controller's Office (SCO). Like many public agencies in California,
Santa Ana recognizes the fiscal benefits of filing SB 90 claims and continuing to pursue all eligible costs
related to carrying out the state -mandated cost programs.
The City would like to partner with a professional services firm that specializes in SB 90 consulting to do
the following:
te Review past SB 90 claims filed by the City.
s. Identify all possible SB 90 claiming opportunities.
Examine existing department methods for accumulating program data for each eligible claim.
v Prepare an indirect cost rate proposal (ICRP) for applicable claiming departments.
•:• Submit draft claims and ICRPs with all available backup to departments for review.
•t< Prepare and file eligible annual SB 90 claims with the State Controller (SCO) during 2019 fiscal
year.
Prepare and file all eligible first time or new SB 90 claims that have claiming instructions issued
during the same fiscal period.
4, Submit to the Finance Department a list of all claims filed during the fiscal year.
-, Monitor the general payment status of claims prepared and submitted on behalf of the City.
Assist the City in the event of SCO field audits of claims filed by MGT.
This proposed schedule is one possible time line. If the City desires to initiate the annual claiming cycle
earlier, MGT is happy to accommodate that request.
Oct
Nov - Dec
Dec -Jan
February
Meet with the City SB
All mandate -specific
MGT distributes draft
Claims to City for
90 Coordinator &
claim & financial data
claims and ICRPs for
final review &
due Yn MGT
Departments
City review
signature
MGT Claim
MGT begins data
Preparation
Edits and changes to
collection & follow up
Compile data,
draft claims due to
- Hand Deliver Claims
on eligible activities
calculate Indirect cost
MGT
to State Controller
rates, process data &
prepare claims
CITY OF SANTA ANA #***+ MGT
- -- --
CONSULTING GROUP
S1190 STATE MANDATED REIMBURSEMENI CLAIMING SERVICES
MGT provides true turn -key mandate cost claiming services to its clients, and our approach Is based
around personal interaction. Our staff is involved with our clients' claiming process throughout the year,
providing proactive news, historical claiming reports, and the earliest notification of new SB 90 claims
possible.
MGT views the SB 90 process as a partnership between Santa Ana and our firm. We will work closely with
the SB 90 Coordinator keeping the City apprised of everything we are doing, but it will be MGT's
responsibility to manage all aspects of the project. Some of the key aspects of this include:
Provide the City with a list of all eligible claims, as well as Claim Summary sheets and Data
Collection forms. All of these concise summaries and forms are available in a variety of
electronic formats to make use and disbursement of claiming information as easy as possible.
EP Work in concert with the City's SB 90 Coordinator to coordinate the City's overall claiming
process. If the City desires, minimal reliance will be placed on the City's SB 90 Coordinator in
this process.
e Coax departments to ensure that all data required to file eligible claims is gathered in a timely
fashion. Our team works closely with our client departments after the on-site interviews to
ensure that all questions are answered and deadlines met.
Schedule and conduct individual meetings with departments to discuss all reimbursable
mandated activities.
Develop a schedule and plan for mining the necessary data to ensure claims are completed well
before the claiming deadlines.
<'> Gather all required direct cost data.
Gather salary and benefit data from the Finance Department or the individual departments for
all required fiscal years.
Gather information required to prepare OMB A-87 compliant ICRPs. This will be carried out in
concert with other department interviews. It is Important that this step occur each year because
departments reorganize, assignments shift, new personnel is hired, or personnel retire.
MGT will work with City departments to determine the documentation that must be submitted
to the state as attachments to claims, and what documentation should be maintained in the
City's files in case of the SCO Inquiry or field audit.
Once data has been received from the departments, MGT will prepare all eligible claims and ICRPs on
behalf of the City using required SCO claim forms and MGT proprietary software. This process includes
the following actions:
4- Prepare all claims that apply to single departments. Once again, our experience will ensure that
no cost components are misinterpreted or omitted.
*V* MGT Copyright 2018 by MGT Consulting Group. All rights reserved.
CONWUINU 6KOVu
CITY OF SANTA ANA ♦k MGT
CONSULTING GROUP
SB 90 SIAIE MANDATED REIMBURSEMENT CLAIMING SERVICES
Coordinate and prepare all multi -departmental claims. Simply gathering data for mandates that
span different departments is not enough. The data must be cross-referenced and analyzed to
ensure that departments do not misclassifying or double -count data.
Prepare ICRPs and support documents for all claiming departments. Submit data and obtain
approval from each department for all ICRPs to be used in conjunction with current SB 90
claims, as well as the City's SB 90 Coordinator. This will happen at least six weeks prior to claim
deadline.
Submit draft claims and ICRP to City staff for review and comment.
Prepare and finalize all City claims and ICRPs to submit the completed claims for signature.
Completing and delivering the final claims to the City Is not the last step. MGT will provide the City's SB
90 Coordinator with a clear, understandable process for receiving the completed claims/ICRPs and
obtaining the necessary signatures. There will be no points of confusion as to where the completed
claims and coversheets should be mailed, or who is responsible for making sure the claims are received
and filed with the SCO on time.
Prior to submitting the claims to the SCO, MGT will perform one final quality control check to ensure
that the City has signed two original coversheets, all parts of the claim are included, and required
documentation is attached.
MGT will hand deliver all signed claims received from the City to the SCO on or before the stated
deadline. We will also provide the SCO with a document that verifies it has timely received the City's
claims. This form will be signed and dated by the SCO and returned to the City.
Over time, we understand and recognize the City may prefer modify Its involvement in the process to
conserve internal resources. Whatever approach the City selects, our goal is clear: produce the most
technically sound and accurate SB 90 claims that maximize potential revenue opportunities for the City.
STAFFING
Since 2007, MGTConsulting Group has become the dominant costing services consultingfirm in the nation
with over 30 costing professionals. In the area of local government cost consulting, our firm has over 100
years of combined experience in the SB 90, cost allocation, and indirect cost calculation consulting areas.
Our predecessors at DMG were originally asked by the California State Controller's Office (SCO) to assist
in the development of the original ICRP format and methodology. That format is still in use today. In our
various corporate Incarnations since 1985, our consultants have worked with over 250 cities, all 58
counties, and over 100 special districts in California.
MGT offers the City of Santa Ana the best, most experienced SB 90 consulting staff, as well as the highest
level of service available. We currently have eight SB 90 consultants with over 100 years of combined local
government experience. MGT currently provides state mandated cost -claiming services to just under half
of California counties, and 100 municipalities, special districts, and school districts in California. The list of
city clients that have been served by our consultants during their careers is largerthan all other consulting
Owk MGT Copyright 2018 by MGT Consulting Group. All rights reserved.
S UNSULI IMG GROVI,
CITY OF SANTA ANA
SB 90 STATE MANDAI"ED REIM BURSEMEN'I CLAIMING SERVICES
o+® M GT
CONSULTING GROUP
firms combined. The following is a list of our SB 90 consultants and their years of experience in SB 90
related state mandated costs (SB 90) services:
SB 90 EXPERTS
YEARS OF EXPERIENCE
TITLE
Bradley Burgess
28+
Executive Vice President
Patrick Dyer
18+
Vice President
Cindy Sconce
15+
Senior Manager
Guy Burdick
17+
Manager
Christine Reynolds
15+
Manager
Diona LaChapelle
18+
Senior Consultant
Diana Hancock
15+
Senior Consultant
Ruben Rivas
5+
Consultant
PROPOSED STAFF FOR THIS ENGAGEMENT
As part of this engagement, MGT has proposed the services of Mr. Brad Burgess as the City's project
director. Mr. Burgess is an Executive Vice President with MGT and is responsible for our firm's national
Financial Services Division. Mr. Burgess will be responsible for ensuring that this project is staffed properly.
His objective will be that the City of Santa Ana is unconditionally satisfied with the services received from
MGT consultants.
Ms. Diana Hancock will serve as the project manager / lead consultant and primary contact. In this role
Ms. Hancock will attend all on-site interviews, training and coordination over the life of this engagement.
She is responsible for the daily tasks and activities associated with the SB 90 project. She will assist with
department interviews, scheduling, data collection, follow up phone calls and e-mails, and claim
preparation. Ms. Hancock will also closely monitor the project timeline against milestones and deadlines.
The consultants selected for this project were based on the City's particular needs while giving preference
to consultants (area specialists) who work with neighboring agencies. This can be particularly valuable to
better understand local trends and available resources. It should also be noted that MGT will only use
full-time employees. No subcontractors, interns, students, or temps will be proposed or used on this
project.
MGT Copyright 2018 by MGT Consulting Group. All rights reserved,
CGNSULTING GFJJp
CITY OF SANTA ANA
SB 90 SPATE MANDATED REIMBURSEMENT CLAIMING SERVICES
®♦* MGT
CONSULTING GROUP
QUALIFICATIONS, RELATED EXPERIENCE & FIRM INFORMATION
MGT has provided highly specialized governmental consulting services since 1974. Our Financial Services
Division consultants focus on five core areas of expertise—state mandated costs — SB 90, cost allocation
plans, user fee cost analysis, federal reimbursements, and indirect cost rate proposals (ICRPs). It has been
said that a consultant's stock in trade Is their experience and their advice. Our firm's average level of
experience is over 15 years in the local government consulting area. Our clients have always benefited
from our counsel and advice in the state mandated cost -claiming field.
We are proud of our California heritage and consulting roots. The original founders of Public Resource
Management Group, LLC (PRM) all started their consulting careers with David M. Griffith and Associates
(DMG) during the mid-1980s and early 1990s. That association formed our professional belief system and
approach. Our core values are:
s* Providing exceptional technical consulting services
-'• Developing partnerships with our clients that result in successful long-term relationships
Guaranteed deliverables and services
As a financially sound, privately held firm, MGT has no Wall Street analysts to answer to, nor do we have
corporate investors. MGT consultants focus on our clients and fulfilling the terms of our agreements.
Since its inception in 1974, MGT has maintained persistent and steady growth. MGT is a financially healthy
company and is capable of providing the resources required to successfully complete the requested
services both now and in the future.
MGT offers the City of Santa Ana the best, most experienced consulting staff, as well as the highest level
of service available. Entering fiscal year (FY) 2018-19, MGT has eight SB 90 consultants with over 120
years of combined SB 90 experience. During the 2017-2018 fiscal year, MGT's consultants filed millions
of dollars in SB 90 reimbursements, filed hundreds of claims for dozens and dozens of city and county
clients using the same time -tested methods described throughout this proposal. We are proud of our
service to our clients and value the trust they put in us above all else.
For reference purposes, below are four clients that used MGT's SB 90 services in the 2017-18 fiscal year.
CITY OF LOS ANGELES
CITY OF STOCKTON
TUOLUMNE COUNTY
EL DORADO COUNTY
Annemarie Sauer
Jayden Sangho
Debi Bautista
Keely Giovannoni
Commanding Officer
Financial Analyst
Clerk & Auditor -Controller
Auditor -Controller's Office
Fiscal Operations Division
Administrative Services
Auditor -Controller's Office
360 Fair Lane
100 W. First Street
425 N. EI Dorado Street
2 South Green Street
Placerville, CA 95667
Los Angeles, CA 90012
Stockton, CA 95202
Sonora, CA 95370
(530) 621-5421
(213)486.8590
(209)937-8330
(209)533-5552
keclygiovannonl@edcgov.us
annemariesauer@land.online
Jayden SanP,ha@stocktonca.gov
dbautista@co.tuolumne ca.us
A+ MGT Copyright 2018 by MGT Consulting Group. All rights reserved,
CONSULTING GROUP
CITY OF SANTA ANA
SB 90 S-1 ATE MANDATED REIM BURSEMENI CLAIMING SERVICES
*** M GT
CONSULTING GROUP
MGT will complete all the services described in this proposal for annual claims that are due on February
15, 2019; and all aspects of this proposal related to all new, or first-time claims for which claiming
instructions are issued during fiscal year 2018-2019, MGT proposes a fixed -fee of Eleven Thousand, Four
Hundred Dollars ($11,400).
Tasks Covered
Proposed Annual Fee
Payment Terms
New & Annual 56 90
Claim
Preparation/Submission
Fixed Fee $11,400
Payable upon receipt
For Each FY Claiming
of quarterly invoices
Cycle
The price quoted for services is all inclusive. There are no caps on number of claims, audit support, or
meetings—our level of customer service to the City is unlimited. MGT will not bill you for travel time or
expenses, additional time for on-site meetings, or additional claims.
MGT wants to be City's partner in this process for the next three years and beyond. Our professional
commitment of resources and variety of services offered under our fixed -fee proposal is unmatched.
Ak MGT Copyright 2018 by MGT Consulting Group. All rights reserved.
COMULI INlJ (AOUu